The cost of refinancing
Refinancing can be a great way to save money if you believe you are paying too much for your loan, but there is more to
Refinancing can be a great way to save money if you believe you are paying too much for your loan, but there is more to
The fees you pay on your super could have a material impact on how you retire, which is why it’s important to understand how they
When it comes to investing in real estate, equity is a key concept to wrap your head around. The Successful Investor’s Michael Sloan explains what equity is,
If you have a poor credit score or an error in your credit report, it may affect loans or credit you apply for. You have a right
Retirement is often a massive life change for the majority of people who experience it. Most of us will have mixed emotions around the end
If you’re invited to join an employee share scheme, you may be able to buy shares at a discount on the current market rate. Schemes
Most super funds offer life, total and permanent disability (TPD) and income protection insurance for their members. When reviewing your insurance, check if you’re covered
Succession planning can be difficult at the best of times without dealing with the added pressures farmers have recently faced with droughts, fires and floods.
The new year is a great time to get into financial shape. Here’s some simple steps to develop new investing habits. The new year often
Characteristics of dollar stretchers A ‘money mindset’ is a way of thinking about personal finance. Your money mindset can change over time, and it may
Income protection insurance pays part of your lost income if you’re unable to work because of a disability caused by illness or injury. It can
Here are some tips that can help you build confidence in your investing approach, no matter what the markets are doing. Emotions always play a
Level 1
376 Highett Rd
HIGHETT 3190
Mon - Fri: 9am - 5pm
Sat - Sun: Closed
CFP® Dip FP
Authorised Representative 298494
Interprac Financial Planning Pty Ltd
I have worked in the financial services industry since 1982 and as a Financial Adviser since 1999.
I have worked for large Financial Planning businesses, Membership based organisations and looked after the financial planning needs of clients within an Accounting Practice before starting my own business.
I am married, have 4 older children and a grandson and I am keen golfer with mixed results like many .
I have been through many of the strategies I talk with clients about myself and with my family.
I have been through the journey of seeing my parents move into Aged care and negotiated the difficulties and pitfalls of understanding the system for them and this gives me an excellent insight into what is required to assist families at this difficult time.
In a previous roll I used to run retirement seminars looking at Centrelink and Retirement Incomes and how to make these work for you. I have helped many of my clients with Aged Care advice when their parents needed to move into Nursing Homes. For many clients I assist them with superannuation, building wealth and protecting their loved ones with insurance.
I am supported by his, Licensee, Interprac Financial Planning’s in-house resources and ongoing technical, systems and training.
I am committed to understanding your needs and identifying strategies and products to help you achieve your goals.
My guiding principle as an Adviser is to design plans which help to provide my clients with clarity of purpose and the opportunity to build a solid financial foundation.
I will take the time to listen, explain things clearly and keep you informed throughout the advice process.
My experience is complemented by professional qualifications including:
At Choice Financial Advice we work with you along the way on life’s journey.
Whether you are getting married, starting a family, embarking on the trip of a lifetime, planning to enjoy your years after work or assisting elderly parents with Aged Care and Nursing Home placements, we can help.